Realta Investment Advisors’s ProShares High Yield-Interest Rate Hedged ETF HYHG Stock Holding History

Realta Investment Advisors’s Portfolio HYHG Stock Details HYHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-45	Closed	-$2.92K	–	341
2025 Q2	$2.92K	Hold	45	–	–	﹤0.01%	291
2025 Q1	$2.88K	Hold	45	–	–	﹤0.01%	306
2024 Q4	$2.96K	Hold	45	–	–	﹤0.01%	320
2024 Q3	$2.93K	Sell	45 -295	-87%	-$18.9K	﹤0.01%	332
2024 Q2	$21.8K	Buy	340 +2	+0.6%	+$128	﹤0.01%	612
2024 Q1	$21.6K	Buy	+338	New	+$21.5K	﹤0.01%	630
2023 Q4	–	Sell	-211	Closed	-$12.9K	–	570
2023 Q3	$12.9K	Hold	211	–	–	﹤0.01%	657
2023 Q2	$12.9K	Buy	+211	New	+$12.5K	﹤0.01%	705
2023 Q1	–	Sell	-208	Closed	-$12.2K	–	579
2022 Q4	$12.2K	Buy	208 +2	+1%	+$118	﹤0.01%	698
2022 Q3	$12K	Buy	+206	New	+$12.1K	﹤0.01%	671
2020 Q1	–	Sell	-10,052	Closed	-$650K	–	782
2019 Q4	$650K	Buy	10,052 +178	+2%	+$11.5K	0.18%	149
2019 Q3	$638K	Buy	9,874 +4,266	+76%	+$277K	0.17%	133
2019 Q2	$368K	Buy	5,608 +5,600	+70,000%	+$369K	0.1%	222
2019 Q1	$1K	Buy	+8	New	+$522	﹤0.01%	1279

Other funds holding HYHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Realta Investment Advisors's HYHG Position: Q3 2025 in Review

Realta Investment Advisors sold out of ProShares High Yield-Interest Rate Hedged ETF (HYHG) in Q3 2025, closing a stake of 45 shares — an estimated $2.92K sold.

Realta Investment Advisors first reported a position in HYHG in Q1 2019 and held it in 14 quarters. The position peaked at $650K in Q4 2019. 43 funds tracked by Wall St. Rank hold HYHG as of Q3 2025.

Realta Investment Advisors reported no remaining ProShares High Yield-Interest Rate Hedged ETF position as of Q3 2025 after selling out during the quarter.
Realta Investment Advisors sold 45 ProShares High Yield-Interest Rate Hedged ETF shares in Q3 2025, an estimated $2.92K.
Realta Investment Advisors first reported a position in ProShares High Yield-Interest Rate Hedged ETF in Q1 2019 and held it in 14 quarters.
Realta Investment Advisors's ProShares High Yield-Interest Rate Hedged ETF position peaked at $650K in Q4 2019.
43 funds tracked by Wall St. Rank held ProShares High Yield-Interest Rate Hedged ETF as of Q3 2025.

Based on Realta Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.